Portfolio Manager - Freelance AI Trainer

Please submit your CV in English and indicate your level of English proficiency. 

Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems. Participation is project-based, not permanent employment.

What this opportunity involves

While each project involves unique tasks, contributors may:

• Design and evaluate Quarterly Business Review scenarios — performance vs. benchmark, allocation drift against IPS tolerance bands, and material fund document changes;
• Create rebalancing and tax-loss harvesting test cases involving cost basis, short-term vs. long-term capital gains, and wash-sale rule application;
• Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement;
• Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, and all-in cost comparisons against category benchmarks;
• Document test cases clearly with verified calculations, policy citations, and correct answers.

What we look for

This opportunity is a good fit for professionals with a background in investment management, financial advisory, or broader financial services who are open to part-time, non-permanent projects. Ideally, contributors will have:

• Degree in Finance, Economics, Business Administration, Accounting, Mathematics, Statistics, or any related field;
• 2+ years of finance, investment, accounting, or financial services experience;
• Current or recent experience in advisory & management or adjacent roles;
• Practical knowledge of portfolio performance analysis, tax-lot accounting, wash-sale rules, and Investment Policy Statement literacy; a CFA, CFP, CPWA, CIMA, or CIPM credential is a strong positive signal;
• Strong written English (C1+).

How it works 

Apply → Pass qualification(s) → Join a project → Complete tasks → Get paid

Project time expectations 

For this project, tasks are estimated to require around 10–20 hours per week during active phases, based on project requirements. This is an estimate, not a guaranteed workload, and applies only while the project is active. 

Compensation 

On this project, contributors can earn up to $50 per hour equivalent, depending on their level and pace of contribution.